See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,030 | $81,248-92.6% | $155,509-96.1% | $80,856-92.5% |
| Participation rate | 96.2% | 66.2%+29.9pp | 78.2%+18.0pp | 67.6%+28.5pp |
| Annual return | 20.95% | 33.31%-12.4pp | 64.67%-43.7pp | 35.59%-14.6pp |
| Employer contribution / active EE | $1,469 | $3,100-52.6% | $4,672-68.6% | $2,755-46.7% |
| Participant deferral / active EE | $2,078 | $3,452-39.8% | $5,626-63.1% | $4,296-51.6% |
| Admin fee / account holder | $2,463 | $7,997-69.2% | $15,912-84.5% | $6,918-64.4% |